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First Trust Value Line Dividend Fund

481 hedge funds and large institutions have $7.5B invested in First Trust Value Line Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 174 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.13%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
0.9%
New
40
Increased
184
Reduced
174
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
401
Activest Wealth Management
Florida
$104K
RCM
402
Raleigh Capital Management
North Carolina
$101K -$2.63K -68 -3%
Jones Financial Companies
403
Jones Financial Companies
Missouri
$95K -$3.9K -101 -4%
KA
404
Kozak & Associates
Colorado
$93K -$14.8K -383 -14%
MAM
405
Meeder Asset Management
Ohio
$92K +$60.4K +1,554 +191%
TAM
406
Tucker Asset Management
Colorado
$91.3K +$17.3K +445 +23%
VNA
407
Valley National Advisers
Pennsylvania
$86K
CA
408
Clearstead Advisors
Ohio
$85K +$351 +9 +0.4%
HCP
409
Hexagon Capital Partners
Arkansas
$83K +$43K +1,110 +108%
SAM
410
Strategic Asset Management
Minnesota
$80K +$42.3K +1,095 +112%
GWS
411
Glassman Wealth Services
Virginia
$79K
BCMLT
412
Beacon Capital Management LLC (Tennessee)
Tennessee
$75K
WTA
413
Washington Trust Advisors
Massachusetts
$74K
PFGIA
414
Patriot Financial Group Insurance Agency
Massachusetts
$72K +$77 +2 +0.1%
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$72K +$72K +1,861 New
EIP
416
Ellis Investment Partners
Pennsylvania
$71K +$309 +8 +0.4%
OA
417
Operose Advisors
Wisconsin
$68K
ZIG
418
Zullo Investment Group
Pennsylvania
$66K
CA
419
CoreCap Advisors
Michigan
$65K +$65K +1,669 New
LWANC
420
Laurel Wealth Advisors (North Carolina)
North Carolina
$60K
S
421
SignatureFD
Georgia
$56K -$63.5K -1,649 -53%
NSIM
422
North Star Investment Management
Illinois
$55K +$117 +3 +0.2%
PMFA
423
Plante Moran Financial Advisors
Michigan
$52K -$22.6K -582 -30%
PP
424
Pacifica Partners
Canada
$52K
HPC
425
HM Payson & Co
Maine
$47K